Generate reports of contributions to my campaign


 
Customer Support
Last Updated: 4 months ago

To access the reporting functionality, you must enter one of your campaigns:

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Once inside, click on content functionality> 3 people icon and select Contributions:

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Every time we have done it, we do the following:> Contributions> OPTIONS> GENERATE REPORT:
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A final selection modal will be displayed with the different filtering options:

Important to keep in mind:

- Remember to select the start date of the report. (The default system selects the last 24 hours)

-You can export all the donors of an organization in the same CSV, thus selecting if you want those of a specific campaign, several or all of them to be exported.

-You can choose what type of report to generate.

 

You can also save your searches to receive regular reports.

Once you have selected the option to save the search you will have 3 options:

  • Previous day's transactions - Includes the previous day's trades.
  • Previous week's transactions - Includes trades from the previous week.
  • Previous month's transactions - Includes trades from the previous month.

If you have any related questions about how to transfer your CSV file to Excel, don't worry, you have a short manual here ?


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